Download Contact US 2.0

Contact US 2.0
Version: 1.5
April 13, 2007
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Contact US
Table of Contents
PREFACE................................................................................................................................................................. 3
ADMINISTRATION FOR CONTACT US ........................................................................................................... 4
BUBBLE KEY AND CONTROLS ................................................................................................................................ 4
Step 1: Login..................................................................................................................................................... 5
Step 2: Define Recipients Tab........................................................................................................................... 6
Additional Countries......................................................................................................................................... 8
Step 3: Define Recipients Tab........................................................................................................................... 8
Step 4: Define Users Role................................................................................................................................. 9
CMS TEMPLATES FOR CONTACT US ........................................................................................................... 11
STEP 1: LOGIN ...................................................................................................................................................... 11
STEP 2 .................................................................................................................................................................. 12
STEP 3 .................................................................................................................................................................. 13
STEP 4 .................................................................................................................................................................. 14
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Contact US
Preface
This document describes the process on how to create new postings in CMS and how to
administrate who receives email from Contact US.
Related Links
Contact US administration: http://admin.volvo.com/contactusadmin/
CMS Administration: http://admin.volvo.com
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Contact US
Administration for Contact US
Bubble Key and Controls
Contact US uses a hierarchical process which is communicated via color code of the bubbles in
the site. These bubbles are color coded by functionality.
Color of the bubble represents the following:Red: No users assigned to a channel, for e.g., Areas bubble does not have anyone assigned to
this level.
Green: User assigned to this channel will receive an email for inquiries that are submitted via a
web form.
Yellow: No users are assigned to a certain channel level, but if there is a web form in one of the
sub channel it will be sent up the tree to the next available recipient (in green).
Figure 1: Bubble Keys and Control
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Contact US
Step 1: Login
1. Login to the admin site for Contact US using the URL:
http://admin.volvo.com/contactusadmin/
2. Enter the username and password (same as outlook user ID and password).
Enter VCN in the domain field
Figure 2: Login
Once you login several tabs will be visible on the left hand side having the following
functions:1. Defined Recipients (landing page for Contact US administration): Displays a site tree
of VDN and Volvo.com. This tree view can be expanded to display the names of the
people who will receive emails for specific channels in the web sites.
2. Manage Country Relationships: Used to filter people’s name who receive messages
in Contact US. This is used to break out recipients of countries which are included in
the main structure. For example: European users can be broken out by selecting
specific countries inside of that region. So a user can be assigned email privileges for
France, while the region owner can receive messages from whole of Europe including
the users not belonging to identified users for France.
3. User Rights: This is where the administration takes place to access the admin tool in
Contact US. You can add and remove users here.
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Step 2: Define Recipients Tab
To define who receives an email for a specific channel:1. Select + sign next to the top level channel. In the example below, Volvo
Construction Equipment Recipient is selected later, europe is expanded.
Figure 3: Define Recipients Tab1
2. Select the channel by clicking the left mouse button. A pop up window will display
called Add Recipient.
3. Enter the email address for the recipient or click Look Up (highlighted in following
image) to search for an email address using user name. A new field will be displayed
on the right hand side of the page.
Figure 4: Define Recipients Tab2
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4. Enter data in the fields highlighted in Red (First Name, Last Name and User Name
(security ID)). As you enter data the Contact US form will start to pull data from the
VCN directory. This will automatically populate potential users in the text box below
the fields.
5. Once you view the user, highlight their name and select Show Details.
Figure 5: Define Recipients Tab3
Show Details:When selecting Show Details the page will refresh
to display the user profile. This profile will help you
in identifying if the recipient is appropriate.
a. If the user is right, click Select this User.
b. If the user is not the right one, select Start
Over which will take you to the previous
screen, asking you to fill the form again.
c. Once you click Select This User the page
will be refreshed and will display the email
address which is added to the channel. To
complete the registration process for this
recipient, click Save and Exit.
If you want to have more then one recipient per
channel, use colon or semi colon and a space to
separate the email addresses.
For example: [email protected];
[email protected]
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Figure 6: Show Details
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Additional Countries
When specifying users, you can target recipients before selecting Save and Exit from the
previous step. You can tag other countries (view Manage Country Relationships tab)
which belong to a specific region and have business owners in those countries which need to
receive emails. Once this is defined, there will be an option to select additional recipients for
each country in this screen. The procedure is same as adding recipients for the initial contact
person (type the email address or click Look UP.) After completion click Save and Exit.
Step 3: Define Recipients Tab
a. Click Manage Country
Relationships tab. Here you can tie
countries to specific regions so each
country can have their own contact /
recipient for Contact US.
b. Identify which web site you want
administrate. In this example: you
have two choices in the drop down
list, VDN or Volvo Construction
Equipment (Volvo.com) to add a
country to. In this example we are
going to use Volvo Construction
Equipment (Volvo.com) from the
drop down menu.
Figure 7: Manage Country Relationships1
Once selected, the site tree will be displayed on the left hand side of the page to reflect the site
structure in Volvo.com. You can view all of the top level channels under Volvo.com for VCE.
If a region has added a country to specific region, you will see a “+” sign next to the name in
the tree. In the example on the next page, Europe has been expanded. As you can see there are
several countries under Europe (when adding recipients in the previous step you can define
users for these regions).
To add countries to the region channels:
1. Find the country you want to add.
2. Using the mouse drag the country to the region of choice. The page will refresh and
show the change that you have made. Don’t forget to click Save Changes once you are
finished adding counties.
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Figure 8: Manage Country Relationships2
Step 4: Define Users Role
When you need to administrate users for Contact US select the User Rights tab. There are 3
sections to this part of Contact US 1. The User List which contains all users which have rights to login and administrate
Contact US
2. The Area List which is the list of access rights for a specific web site, for example, you
can create a user to administrate Contact us for Volvo.com/Europe/en-gb and then
specific channels under these sites.
Figure 9: Define User Request
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3. The last area is where you add users. When you click Look Up, a new field will be
displayed on the right hand side of the page.
a. Fill data in the fields (First Name, Last Name and
User Name (security ID)).
b. As you type data Contact Us will begin to pull in user
data from the VCN directory. This will automatically
populate potential users in the text box below the
fields.
c. Once you see the user, highlight their name and click
Show Details.
d. Show Details: when clicking Show Details the page
will refresh to display the users profile. This profile
should help you in identifying if this is the right user.
If this is the correct user, select Select this User at the
bottom.
e. If this is not the right person who you were trying to
assign email to, click Start Over which will reset the
fields to try again.
Figure 10: Add User
f. Once you click Select This User the page will once
again refresh and you will notice that they are added
to the User List field.
g. The last step is to add the rights a user has. To do this,
click and hold on a selection in the Area List. For VCE
there are three main selections including sub selections
if you expand the tree. All users must have the ADMIN
rights to login to Contact US and administrate Contact
US. VDN will allow users to administrate Contact US
for VDN, and Volvo Construction Equipment will
allow administration of Volvo.com.
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CMS Templates for Contact US
Step 1: Login
Login to CMS (Content Management System) and select either VDN or Volvo.com admin
URL. Volvo.com admin URL: http://admin.volvo.com
Use your Security ID and Password (Outlook user ID and Password).
Use VCN in the domain field
Forms available
There are 3 forms available for publishing to Volvo.com and 1 form for VDN. Do not confuse
on the templates while creating the form on your web site.
There are only 2 templates:Volvo.com: ContactUs20 template & with no navigation: ContactUs20FormOnly
Use these templates to create:
• General Inquiry
• Parts Request
• Equipment Request
VDN: ChapterContactUs template
Use this template to create:
• Feedback Form
Contact US form uses two components that you must be aware of when creating a form
in CMS. Each form uses data from a database stored in the Contact US application. To
complete the form you must know specific information to be able to create the form you are
intending to create. This information is entered into the CMS template when creating a new
page. Before you begin, contact CMS Services for the latest spread sheet which contains the
information you need to create the form. This information is updated periodically.
For latest version of the Contact US spreadsheet contact CMS Services at
[email protected]
If you need to create a new form that is not available, please use the order process document to
request a new form. Refer to page …...
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Contact US
Step 2
Volvo.com - Creating a new ContactUS Page in CMS
1. In the Authoring menu, select Create New Page.
2. A pop up window will open and will populate a tree structure view of the CMS
template.
3. Click Volvo.com->Applications templates->Contact Us.
4. Right click and select the ContactUs20 template.
Figure 11: Step2 - Volvo.com
VDN - creating a new ContactUS page in CMS
1. In the Authoring menu, click Create New Page.
2. A pop up window will open and will populate a tree structure view.
Click Content Templates->Chapter templates folder.
3. Right click ChapterContactUs template.
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Figure 12: Step2 - VDN
Step 3
After selecting the appropriate template in CMS, your web browser will refresh. You will now
be able to see the placeholders included in ContactUS template. At the bottom of the page, the
fields that control the form is built. If you have not done so; contact CMS Services for the latest
spreadsheet which defines the text needed to be entered in the template to display the proper
form. [email protected]
The Fields: Business, Region, Market and Top Level AOI must have an exact copy of the
data from the spreadsheet to pull the desired form from the database. Fill in the text boxes in
the template, and select Save and Exit.
Figure 13: Step3
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Your web browser will refresh, and you will see a blank page in CMS.
To validate:1. Select the appropriate information from the spreadsheet, approve the posting.
2. Click Switch to Live Site
3. Refresh the page. If the entered information is correct, you will be able to see the
type of form you were trying to create.
Step 4
Now that you have the correct template, fill content in the placeholder.
Following fields must have text placed in them to convey to the end user what the form is
for.
Main Title: Enter title at the top of the
page, example: Parts Request Form.
Upper Body Text: Displayed above
Contact US fields.
Lower Body Text: Displayed below
Contact US fields.
Submit Button Text: Button used to
submit the form.
Redirect URL: (Only Volvo.com)
URL to redirect the end user after
submission.
Required Field Text: Static Text used
to notify a user that an * asterisks or
other symbol of choice.
Error Message Text: Shown in Red
when a user does not fill a required
field.
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Display AOI Vertically: (Volvo.com
ONLY!) This field controls the display
of the drop down menu for Area Of
Interest. By placing True in this text
box, the second menu will display
vertically (under the first menu). False
will display the menu to the right of the
first drop down menu.
Example – True
Example – False
Label for AOI: (Volvo.com ONLY!)
Enter the labels for the two AOI drop
down menus.
Label for Personal Form Fields:
(Volvo.com ONLY!) Edit the labels
displayed for the standard fields that are
generated from the database
information. For example, you might
want in the first field: enter your
machines serial number instead of the
default serial #.
You can also choose Visible or
Mandatory for each field by selecting
a check box.
For example: By default, here are the fields that are generated by the database when creating a
Parts Request Form:•
•
•
•
•
•
Serial #
Description of parts needed
First name
Last name
Company name
Email address
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•
•
•
•
•
•
Address 1
Address 2
City
Telephone
Zip/postal code
Country
Comments
The fields differ depending on the form. Standard Thumbnail and Promos are
available for Contact US at the bottom of the page.
Refer CMS user manual located at: http://admin.volvo.com/group/mcms/en-gb/
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